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Current Employers
Global Retirement Partners Llc

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-08-01
RI RA APPROVED 2024-05-23
IL RA APPROVED 2024-05-16
  • MA RA
    APPROVED
    Since 2025-08-01
  • RI RA
    APPROVED
    Since 2024-05-23
  • IL RA
    APPROVED
    Since 2024-05-16

Branch Locations

4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States

47 Maple Svenut, Suite 2, Barrington, RI 02806 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Hickory Hills IL 02/2016 07/2017
Planpilot Llc Chicago IL 08/2017 02/2018
Unemployed Frankfort IL 03/2018 10/2018
Tradestation Securities, Inc. Chicago IL 10/2018 08/2021
Transamerica Investors Securities Corporation Frankfort IL 08/2021 10/2023
Transamerica Life Insurance Company Frankfort IL 08/2021 10/2023
Retirement & Benefit Partners, Inc. Barrington RI 04/2024 Present
Unemployed Frankfort IL 10/2023 04/2024
Lpl Financial Llc Barrington RI 05/2024 Present
Global Retirement Partners, Llc San Rafael CA 05/2024 Present
  • 02/2016 → 07/2017
    Hickory Hills, IL
  • 08/2017 → 02/2018
    Planpilot Llc
    Chicago, IL
  • 03/2018 → 10/2018
    Unemployed
    Frankfort, IL
  • 10/2018 → 08/2021
    Tradestation Securities, Inc.
    Chicago, IL
  • 08/2021 → 10/2023
    Transamerica Investors Securities Corporation
    Frankfort, IL
  • 08/2021 → 10/2023
    Transamerica Life Insurance Company
    Frankfort, IL
  • 04/2024 → Present
    Retirement & Benefit Partners, Inc.
    Barrington, RI
  • 10/2023 → 04/2024
    Unemployed
    Frankfort, IL
  • 05/2024 → Present
    Lpl Financial Llc
    Barrington, RI
  • 05/2024 → Present
    San Rafael, CA
Previous Registrations
Other Businesses

1. 04/26/2024- RETIREMENT & BENEFIT PARTNERS- DBA for LPL Business (entity for LPL business)- at Reported Business Location (s)- Inv Rel 2. 06/13/2024 - GLOBAL RETIREMENT PARTNERS - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Advisor - Started: 4/15/2024 - 160 Hrs/Mo; 8 Hrs During Trading - I provide investment advisory services through GLOBAL RETIREMENT PARTNERS, an independent investment advisor firm. I started this business activity in 4/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 06/13/2024 - RETIREMENT & BENEFIT PARTNERS - Inv Related - At Reported Business Location(s) - Registered Investment Advisor 0 DBA - Advisor - Started: 4/15/2024 - 160 Hrs/Mo; 89 Hrs During Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-30
S66 Uniform Combined State Law Examination 2015-02-03
  • S65 Uniform Investment Adviser Law Examination
    2021-09-30
  • S66 Uniform Combined State Law Examination
    2015-02-03
Other Names
  • Timothy Vieth

View on SEC IAPD

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